Robert Muse Email & Phone Number
President of SEI Trust Company and President of SEI Institutional Transfer Agent @ SEI
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Robert Muse Location
- Oaks, PA, US
Robert Muse Work
- President of SEI Trust Company and President of SEI Institutional Transfer Agent @ (March 2022 - Present)
- Board Member and Volunteer @ (October 2019 - Present)
- Chairperson of the Board @ (October 2018 - Present)
- Senior Vice President and Director @ SEI Trust Company (May 2015 - Present)
- VP and Director - Fiduciary Administration and IMS Funds Support Svces @ SEI Private Trust Company & SEI Trust Company (January 2010 - Present)
- SEI Cares Board @ SEI Investments / SEI Cares (January 2005 - Present)
- President (SITA) and Senior Vice President (STC) @ SEI Institutional Transfer Agent, Inc. & SEI Trust Company (June 2016 - May 2022)
- Board Member @ (July 2013 - July 2019)
- Board President @ Family Guidance Center (January 2010 - December 2012)
- VP and Director - Fiduciary Administration and Tax @ SEI Private Trust Company (January 2009 - December 2009)
- Manager - Trust Tax Team @ (August 2006 - January 2009)
- VP @ SEI (SEI Private Trust Co.) (January 2000 - January 2008)
- VP and ERISA Compliance @ Allfirst Bank (August 1998 - January 2000)
- VP and ERISA Compliance @ CoreStates Bank / First Union National Bank (November 1996 - August 1998)
- Senior Consultant @ McKay Hochman Co., Inc. (November 1990 - November 1996)
Robert Muse Education
- Eastern University
BA (Organizational Business Mgt)
2001-2003 - Warwick Valley High School
Regents High School Diploma
1983-1987
Robert Muse Skills
- Financial Services
- ERISA
- Vendor Management
- Tax
- Investments
- Retirement
- Pensions
- 401k
- Securities
- Strategic Financial Planning
- Mutual Funds
- Strategic Planning
- Relationship Management
- Hedge Funds
- Asset Management
- Fixed Income
- Fiduciary
- Process Improvement
- Investment Advisory
- Project Management
- Retirement Planning
- Asset Allocation
- Alternative Investments
- Wealth Management
- Series 63
- Investment Management
- Series 7
- Portfolio Management
- Investment Strategies
- Financial Planning
- Institutional
- Strategy
- Risk Management
- Marketing
Robert Muse Summary
- Robert Muse, based in Oaks, PA, US, is currently a President of SEI Trust Company and President of SEI Institutional Transfer Agent at SEI. Robert Muse brings experience from previous roles at The Center for Loss and Bereavement, BuildaBridge International, SEI Trust Company and SEI Private Trust Company & SEI Trust Company. Robert Muse holds a 2001 - 2003 BA in Organizational Business Mgt @ Eastern University. With a robust skill set that includes Financial Services, ERISA, Vendor Management, Tax, Investments and more. Robert Muse has 2 emails and 3 mobile phone numbers on RocketReach.
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